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SNOW's faster growth, rising AI adoption, and customer expansion outpace ADBE, even as its shares command a far richer valuation.

Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly mispriced, and her reasoning deserves a closer look.

Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s recent momentum reflects strength in its core consumption business and growing adoption of its artificial intelligence products, while management continues to pursue operating efficiency and a path to GAAP profitability in the fourth quarter

Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...

In early September 2026, Snowflake reported second-quarter fiscal 2027 results showing higher sales of US$1,546.79 million and a reduced net loss of US$191.72 million, while also completing a US$3,697.59 million share repurchase program that retired 25,378,000 shares. Management attributed the stronger performance to growing adoption of its AI offerings, including CoCo and CoWork, and raised full-year fiscal 2027 product revenue and operating margin guidance, signaling increased confidence...

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.

Quarterly revenue outperformance of software companies that don't follow the standard reporting cale

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

For much of the past year, the “AI trade” has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)’s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to […]

On September 2, Snowflake (NYSE:SNOW) reported second-quarter fiscal 2027 results that showed an unusual pattern for a company of its size: growth speeding up rather than slowing down. Product revenue hit $1.49 billion, up 37% year over year, and it was the third straight quarter that growth rate climbed instead of fading. Total revenue reached […]

Data platform provider Snowflake Inc. (NYSE:SNOW)’s shares are up by nearly 50% over the past year. They closed a strong 16.6% higher on September 3rd, the day after the firm reported its second quarter earnings. With Snowflake Inc. (NYSE:SNOW) being a software company, like its peers, the debate for the firm surrounds the fact whether […]

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s focus over the past year has been on accelerating growth, expanding margins and improving go-to-market execution, with artificial intelligence products increasingly contributing to customer adoption and broader usage of its data platform. Sp

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

Snowflake shares jumped 22% after Q2 fiscal 2027 earnings beat estimates, showing 37% product revenue growth, 126% net revenue retention, and improving operating margins.

As the best mutual funds poured CrowdStrike and Marvell, Palantir also returned to this monthly screen for the first time this year.

Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.

The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Snowflake's strong AI growth and raised outlook are fueling its post-earnings rally. Explore four ETFs offering exposure to SNOW while reducing single-stock risk.

AI workloads drive 37% product revenue growth and accelerate customer consumption patterns.

What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

Burry believes SNOW stock is overvalued after shares surged on a quarter showing 37% product revenue growth and a raised fiscal 2027 outlook.

Snowflake (NYSE:SNOW) executives said artificial intelligence is changing the pace of data migrations, expanding the company’s potential customer base and accelerating adoption of its newer AI products, including its CoCo coding agent. Speaking at the Goldman Sachs Communacopia Conference, Chief Ex

Snowflake may have a few more surprising quarters ahead as customers pay for added AI services.

Snowflake (SNOW) CEO Sridhar Ramaswamy speaks with Yahoo Finance Executive Editor Brian Sozzi about the company's rising stock price and why it is an "era of consolidation" for the software industry as it deals with the effects of AI.

Product revenue rose 37% and Snowflake raised guidance, but the stock now trades at roughly 152 times expected fiscal 2027 earnings.

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.